Institutional Ownership Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM). We have compiled data on the 760 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,271,397
shares
|
$671 Million
0.21% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,127,476
shares
|
$254 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,017,159
shares
|
$245 Million
0.19% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,845,996
shares
|
$231 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,818,606
shares
|
$229 Million
2.99% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
2,625,535
shares
|
$213 Million
4.64% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,575,084
shares
|
$209 Million
0.46% of portfolio
|
Q3 2025
Added 12455.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,973,730
shares
|
$160 Million
0.26% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,929,880
shares
|
$157 Million
0.98% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,729,804
shares
|
$140 Million
0.21% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,650,075
shares
|
$134 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,630,436
shares
|
$132 Million
21.36% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,624,615
shares
|
$132 Million
28.25% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,507,600
shares
|
$122 Million
11.46% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,486,905
shares
|
$121 Million
2.37% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,411,187
shares
|
$115 Million
0.03% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,343,005
shares
|
$109 Million
0.01% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,138,157
shares
|
$92.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
1,105,306
shares
|
$89.7 Million
8.04% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
1,015,987
shares
|
$82.5 Million
8.35% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
975,898
shares
|
$79.2 Million
36.51% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
973,313
shares
|
$79 Million
12.85% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
973,158
shares
|
$79 Million
0.36% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
964,022
shares
|
$78.2 Million
7.67% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
935,985
shares
|
$76 Million
0.94% of portfolio
|
Q3 2025
Added 14.08%
|
|